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Engineering analysis and practical perspectives on semiconductor design, manufacturing and supply chains.

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2026-08-14

Piezo Driver ICs Are Not One Market

Piezo haptics, nanopositioning, ultrasonic cleaning, inkjet and medical ultrasound may all need high-voltage drive, but they require very different IC architectures. This practical map shows where each approach fits and where analog IC opportunities remain.

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Power electronics & applications · Analog & IC design

2026-08-11

Where Solid-State Transformers Create Real Power-IC Opportunities

Solid-state transformers create real semiconductor demand, but not for one monolithic transformer chip. This evidence-led architecture map shows where SiC modules, isolated gate drivers, sensing, bias power, protection and control actually fit—and what must be proven before calling any function a custom-IC opportunity.

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Power electronics & applications

2026-07-07

Graphene in the Semiconductor Ecosystem: What Is Real, What Is Not, and Where the Opportunity Actually Is

Graphene is one of the most over-cited materials in semiconductor presentations. Most commercial "graphene" products are reduced graphene oxide or pyrolytic graphite, not monolayer CVD graphene. Two applications have crossed into commercial production. Everything else — including BEOL interconnects and logic transistors — is laboratory research. This insight separates the genuine near-term opportunities from the decade-long research bets.

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Manufacturing, packaging & test · China ecosystem & qualification

2026-07-05

Why High-Voltage ICs Move to Ceramic Packages: Heat, Isolation, and the Customers Who Actually Need Them

High voltage alone does not force a ceramic package. Ceramic becomes compelling when voltage combines with high current, power dissipation, hermeticity, harsh environments, or long-life reliability requirements. The real growth is in EV power electronics, renewable inverters, AI data-center power, industrial drives, RF, aerospace, and medical high-voltage systems.

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Manufacturing, packaging & test

2026-06-30

Co-Packaged Optics and Its IC Supply Chain: What Is Shipping, What Is Still Sampling, and Where the Power Management Opportunity Actually Is

Co-packaged optics is shipping at the leading edge — Broadcom's Bailly platform is customer-delivered — but the next switch generation and most published "CPO market size" figures are still a roadmap slide, not a 2026 reality. This insight separates what is actually deployed from what is announced, and shows where the AI-server and CPO power management opportunities genuinely differ in evidence and maturity.

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Analog & IC design

2026-06-29

Navitas, NVIDIA, and 800 VDC: What the Public Evidence Actually Shows

NVIDIA publicly names Navitas in its 800 VDC AI data center power ecosystem, and Navitas has demonstrated relevant GaN power hardware. But the public record does not yet prove a disclosed production socket inside an NVIDIA AI server package. The difference matters for power semiconductor strategy.

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Power electronics & applications · China ecosystem & qualification

2026-02-08

Industry Standard Pricing Structure: MPW and Full-Mask (NTO)

A factual guide to the universal pricing logic used by semiconductor foundries. This post decodes the industry-standard cost structures for MPW (grid-based seat allocation) and Full-Mask NTO (layer-proportional NRE), providing the essential formulas for PMs and engineers before requesting a quote

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Manufacturing, packaging & test · China ecosystem & qualification

2026-02-04

Beyond the Standard: 3 Operational Milestones in China Fabs

Global standards like WAT and SBL exist everywhere, but in China, they operate under different pressures: speed, scale, and localization. Here is how to align your engineering expectations with the reality of Chinese mass production.

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Manufacturing, packaging & test · China ecosystem & qualification

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